Personalized Product Editor (PPE)
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      3. Personalized Product Editor (PPE)

      Getting started with the Personalized Product Editor (PPE)

      If you have System Admin permissions in your Bluestone PIM account, you can set up PPE for your users. 

      The PPE, or Personalized Product Editor, can be tailored to meet your specific needs, allowing you to customize the elements that your users will interact with when using PIM. However, before accessing PIM, you must first configure each user.

      Tip! Use PPE to personalize access to products, assets, attributes, views, and dashboards.

      Configuring PPE for a New User in Bluestone PIM


      1.  Navigate to the "Users".
      2. Select the user you wish to configure PPE for and proceed to the "Personalized Product Editor Setup" tab.
      3. Then click on the Configure button. 

      To create a new user, simply click on the blue + icon in the right corner and then follow the necessary steps.

      In case multiple users are working on the same products, it is possible to copy the PPE setup once it has been configured.


      To properly configure your setup, several mandatory fields need to be addressed. These fields are as follows:


      Step 1: Access

      Step 2: General settings

      • Workflow: Workflow helps to control changes to your data. Assign a supervisor who will manage product access and approve changes made by the user.
      • Completeness requirements: Defines the minimum criteria required for input to be considered complete.
      • Attributes on product thumbnail: Allows quick view attributes to be visible on all products directly from the product list.
      • Filtering criteria*: Select attributes that may be used as filters. It is always possible to filter by product name, number, and description.
      • Variant attributes edition*: Select attributes for variants in a variant group.
      • Overview of variant attributes *: Provides the user with a maximum view of five attributes on a Variant Group details page in the Variants table.

      Step 1: Access 


      Configuring Category Access

      Category access gives users access to one product category or catalog with subcategories.

      • Click on a catalog or category to give the user access. 

      Please note: You can hide empty categories and allow users to move products between categories.

      Category Access in PPE

      In PPE, users can only view products within the category to which they have access.

      Move products between categories

      If the PPE user can move products between categories:
      • Click on a product
      • Navigate to Categories, then click the Edit categories icon

      • Move only selected products or move variant groups.
      • Then select the new category, and click Save changes

      The category Clothes included in the setup currently has no products. The PPE user won't see the category since "Hide empty categories" is set up in the configuration. 

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      Languages and contexts

      Select languages and contexts the user will have access to. You must select at least one language or context.

      Please note: This step is required.



      Languages and contexts in PPE

      The option to switch language or context will be available in the upper right corner. 

      • Click on the drop-down menu and choose a language or context. 

      • Then start translating the product information.

      Asset access with labels

       

      Configure which assets the user has access to. Assets shown in PPE will be filtered based on the selected asset labels, and multiple labels are supported.

      Please note: This step is required to set up PPE. 

      • Products in PPE will only show assets labeled with either pb or Sports Equipment. 

      Please note: If products are missing assets in PPE, they either don't have the correct asset label assigned or have no assets added.

      Missing assets in PPE


      • In your Bluestone PIM account, click the Products icon in the left main navigation bar.
      • Filter on the product missing an asset, then click on the product.
      • Click on the Assets tab in the right product panel. Then you will see that the product has no assets assigned to it. 
      • Or the product has an asset assigned to it, but no labels added to the asset. 
      • Click on the Edit icon, and add the correct asset labels configured in the PPE setup. 

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      Product access control with attributes

      Products may optionally be filtered by a specific attribute with a set value. This filter will only show attributes with a matching value assigned.

      Please note: This step is optional. 

      •  In PPE, this will only show products with the attribute Size and value 41.

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      Grouping variants by attribute

      You can select an attribute that will be used to group product variants. 

      Please note: It is only possible to select one grouping attribute.

      Variant groups in PPE

      The variants will be in a variant group; the variants here are grouped based on the attribute Size.

      • Click on the variant group, then navigate to variants. 
      • Filter the variants by size or by all. 

      • Click on a variant to edit. 

      • Then the PPE user can edit that variant, which is grouped based on the Size attribute.

      Please note: This step is required to set up PPE. 

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      Attributes edition

      Select the attributes that the user will be able to edit on the product details page.
      • Click on a category, then choose an attribute. 
      • Rearrange or remove attributes in the last column. 

      Please note: This step is required to set up PPE. 

      Attributes in PPE

      The attributes will show in a list in PPE; the attributes available for the user to edit are set up in the configuration. 

       Please note: If products are missing some of the configured attributes in PPE, they don't have the correct attributes assigned in Standard PIM. 

      • Below we only see 4 out of 5 attributes configured for the PPE user. 

      • In your Bluestone PIM account, click the Products icon in the left main navigation bar.
      • Filter on the product missing an attribute, then click on the product.

      • Click on the  icon in the right product panel. Then you can add the correct attribute for the PPE user. 

      • Then all five attributes are available on the product in PPE.

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      Overview of linked products attributes

      A maximum of five attributes can be selected for presenting the products included in the bundle, in the bundle's details page.

      Please note: This step is required to set up PPE. 


      Step 2: General settings

      Workflow 

      Workflow helps to control changes to your data. Assign a supervisor who will manage product access and approve changes made by the user.
       

      Please note: This step is optional. 

      Workflow in PPE

      • In PPE, the workflow statuses will be shown on the product tiles.
      • You can see which products have been completed and how many total products there are within a variant group or bundle.

      • Products being a part of a bundle/variant group can be sent for review and approval separately.
      • To review changes made to products, first use the Filter to find relevant products. 
      • Open a product and navigate to the Attributes tab.
      • Change workflow status of the product by updating the Product content status attribute.

      • To bulk update product statuses, select relevant products from the grid and click Edit attributes. 

      • Change workflow status of the product by updating the Product content status attribute. 

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      Completeness requirements

      Completeness requirements define when input meets the minimum criteria to be considered complete.

      • Click the + icon and choose requirements from the drop-down menu.

      Please note: This step is optional. 

      View in PPE

      Coming Soon! How to set up completeness requirements

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      Attributes on product thumbnail

      You can select up to two attributes displayed on every product in the Personalized Product Editor.

      Please note: This step is optional. 

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      Filtering criteria

      Select attributes that may be used as filters.

      Tip! Product name, number, and description are set as default and recommended in the filter.

      Please note: This step is required to set up PPE. 

      Filter view in PPE

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      Variant attributes edition

      Select attributes for variants in a variant group. These attributes will be editable on the variant level of the Personalized Product Editor. The first five attributes will be displayed on a variant group page in the variants table.

       

      View in PPE

      Please note: This step is required to set up PPE. 

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      Overview of variant attributes

      You can select max. Five attributes that the user will be able to view on a Variant Group details page in the Variants table.

      Please note: This step is required to set up PPE. 

      View in PPE

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      Complete PPE configuration


      After these steps, the configured PPE will be assigned to the user, and they can be sent login credentials. 

      Please note: PPE can be edited directly in the user panel; open the category and hover over a line. Then click the Edit icon.

      Coming soon! How to use PPE

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